McNamara Financial Services’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $261K | Sell |
5,229
-142
| -3% | -$7.07K | 0.05% | 82 |
|
2025
Q1 | $271K | Buy |
5,371
+354
| +7% | +$17.8K | 0.06% | 74 |
|
2024
Q4 | $256K | Sell |
5,017
-1,103
| -18% | -$56.3K | 0.06% | 63 |
|
2024
Q3 | $318K | Buy |
6,120
+63
| +1% | +$3.27K | 0.06% | 68 |
|
2024
Q2 | $309K | Sell |
6,057
-1,473
| -20% | -$75.2K | 0.07% | 62 |
|
2024
Q1 | $387K | Sell |
7,530
-172
| -2% | -$8.83K | 0.08% | 55 |
|
2023
Q4 | $398K | Buy |
7,702
+100
| +1% | +$5.17K | 0.09% | 46 |
|
2023
Q3 | $372K | Sell |
7,602
-40
| -0.5% | -$1.96K | 0.09% | 47 |
|
2023
Q2 | $387K | Buy |
7,642
+106
| +1% | +$5.36K | 0.09% | 48 |
|
2023
Q1 | $384K | Buy |
7,536
+8
| +0.1% | +$407 | 0.1% | 45 |
|
2022
Q4 | $377K | Buy |
7,528
+153
| +2% | +$7.67K | 0.1% | 46 |
|
2022
Q3 | $359K | Buy |
7,375
+49
| +0.7% | +$2.39K | 0.1% | 41 |
|
2022
Q2 | $371K | Buy |
+7,326
| New | +$371K | 0.11% | 43 |
|